Akamai Technologies surged 15% after signing a $11.6 billion, seven-year cloud infrastructure deal with AI company Anthropic, marking a shift in AI compute providers. The deal focuses on Anthropic's CPU workloads running on Akamai's distributed cloud, with an option to expand. While this positions Akamai as a serious AI infrastructure player, it requires $5.5 billion in upfront capital spending, which may pressure margins before revenue arrives. Investors should watch how quickly Akamai scales this capacity and manage risk amid potential volatility.
Akamai Technologies shares jumped 14.58% to USD 126.51 as of Sep 25, 2026 20:12 WIB on Pluang, reflecting strong market interest following the Anthropic deal. CoreWeave also gained 1.85%, trading at USD 91.80, while Cloudflare edged up 0.86% to USD 362.00. Despite high sell activity on Akamai with 97% of orders selling, the stock's market cap stands at $15.87 billion, signaling significant investor attention.
Akamai Technologies secured an $11.6 billion, seven-year cloud services deal with AI firm Anthropic, highlighting strong demand for its infrastructure. Despite this, Akamai's stock dropped 6.78% in one day, though it gained 9.61% over the month. Anal...
Fastly's stock fell 7% following its Investor Day event despite no negative news, suggesting profit taking after a strong prior run. Meanwhile, peers Cloudflare and Akamai saw their shares rise, indicating the sell-off was specific to Fastly rather t...
